EIN 36-2595074

CFA Society Chicago (CFA)

IRS 501(c) type
501(c)(6)
Num. employees
9
Year formed
1965
Most recent tax filings
2023-08-01
NTEE code, primary
Description
To lead the investment profession by promoting the highest standards of ethics, education, and professional excellence, to shape an investment industry that serves the greater good.
Also known as...
Cfa Society of Chicago
Total revenues
$2,113,433
2023
Total expenses
$1,773,026
2023
Total assets
$3,272,290
2023
Num. employees
9
2023

Program areas at CFA

Special educational events include an annual dinner and other events designed to facilitate networking and interaction among the members and investment professionals. Approximately 777 investment professionals registered to attend our 2022 annual dinner.
Member development focuses on enhancing the membership experience for, and building a sense of community among, investment professionals by welcoming new members into the Society and maintaining a sense of engagement with the Society throughout the course of members' careers. It also focuses on maintaining the relationship between Cfa Society Chicago and local universities. Cfa Society Chicago worked with local universities to engage undergradute and graduate students in the Cfa institute research challenge.
Academic programs are designed to educate attendees on current issues of importance in the profession. Members receive continuing education credits with the Cfa institute for most of these events. There were over 44 programs held during the year, with 3,413 registered to attend.
Cfa Society Chicago partners with the economic awareness council and the greenwood project to shape the investment industry and serve the greater good by sharing financial literacy volunteer opportunities for Cfa members to teach inner city high school students the basics of savings and investments and to mentor minority college students and to introduce them to careers in the finance industry.

Who funds CFA Society Chicago (CFA)

Grants from foundations and other nonprofits
GrantmakerDescriptionAmount
CFA InstituteGen Support$232,581

Personnel at CFA

NameTitleCompensation
Christopher T. VincentPresident and Chief Executive Officer$201,927
Joyolin BrownChief Operating Officer$132,441
Suzanne KarpickManaging Director , Finance and Administration
Paraj PatelDirector of Marketing and Communications$101,120
Kimberly AugustynDirector of Programs and Sponsorship$110,621
...and 15 more key personnel

Financials for CFA

RevenuesFYE 08/2023
Total grants, contributions, etc.$617,643
Program services$881,249
Investment income and dividends$45,832
Tax-exempt bond proceeds$0
Royalty revenue$47,568
Net rental income$0
Net gain from sale of non-inventory assets$521,141
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$0
Total revenues$2,113,433

Form 990s for CFA

Fiscal year endingDate received by IRSFormPDF link
2023-082024-03-28990View PDF
2022-082023-03-06990View PDF
2021-082022-06-28990View PDF
2020-082021-06-30990View PDF
2019-082021-04-27990OView PDF
...and 10 more Form 990s
Data update history
May 21, 2024
Posted financials
Added Form 990 for fiscal year 2023
January 31, 2024
Updated personnel
Identified 5 new personnel
November 25, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 20, 2023
Received grants
Identified 1 new grant, including a grant for $283,207 from CFA Institute
June 17, 2023
Posted financials
Added Form 990 for fiscal year 2022
Nonprofit Types
Professional associationsBusiness and community development organizations
Issues
EducationBusiness and industry
Characteristics
MembershipsState / local levelReceives government fundingCommunity engagement / volunteeringProvides scholarships
General information
Address
33 N Lasalle St 910
Chicago, IL 60602
Metro area
Chicago-Naperville-Elgin, IL-IN-WI
County
Cook County, IL
Website URL
cfachicago.org/ 
Phone
(312) 251-1301
Facebook page
CFAChicago 
Twitter profile
@cfa_chicago 
IRS details
EIN
36-2595074
Fiscal year end
August
Taxreturn type
Form 990
Year formed
1965
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
S41: Promotion of Business
NAICS code, primary
813920: Professional Associations
Parent/child status
Independent
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